Defined Benefit (Pension) · DOL Form 5500 · 2022

Woodward, Inc. Pension Plan

Data updated 2026-08-25

$142M
Total assets Near avg plan size
274
Participants Below avg headcount
94th
Percentile by assets National rank
$517,217
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Woodward Hrt Pension Plan · Sponsored by Woodward, Inc. · Colorado · Manufacturing

$142M in assets, 274 participants

Woodward, Inc.'s Woodward Hrt Pension Plan reported $142M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #18,806 in Manufacturing (20,602 peers)

Where Woodward Hrt Pension Plan sits by assets

Woodward Hrt Pension Plan sits in the top 10% of all filed plans by assets, $142M for 274 participants (~$517,217/participant), down 27.9% in 2022.

#18,806
in Manufacturing (20,602 peers)
-27.9%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Woodward Hrt Pension Plan's outsized position by total assets

Woodward Hrt Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$141,717,431 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Woodward Hrt Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodward Hrt Pension Plan sits mid-pack in the medium band (274 participants).

EBSA filing schedule strip

Filing strip 361984010 · Woodward, Inc. PY 2022 · Defined Benefit (Pension)

Woodward Hrt Pension Plan · $142M · 274 · 94th

  • SCH $142M
  • EBSA 274
  • PART 94th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Aquarion Company
  • BOOK ind #18806

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Colorado →

Woodward Hrt Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Aquarion CompanyRetirement Plan for Employee…$142MWoodward Hrt Pension Plan$142MPlumbers & Steamfitters Local 150 Pension FundPlumbers & Steamfitters Loca…$142MNorthern California Plastering Industry Pension PlanNorthern California Plasteri…$142MThe Retirement Plan of Ridgewood Savings BankThe Retirement Plan of Ridge…$142M
End-of-year total assets ($M) among Woodward Hrt Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$142M
Net Income-$55M
Employer EIN361984010
Plan Effective Date2009-04-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Woodward, Inc.)

Sponsor-wide plan assets over time

All Woodward, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 28.05508869011334% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.67B $2.14B ▲ +28.1%
Year Plans Participants Total Assets
2022 4 5,467 $1.7B
2023 4 6,221 $1.9B
2024 4 6,562 $2.1B

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Woodward Hrt Pension Plan, Total assets ($B): 0.141717431 · Participants: 274Woodward Hrt Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.247990437 · Participants: 39196Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.950257778 · Participants: 1920Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.848297753 · Participants: 1472Pcs U.S. Employees' Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, Inc., Total assets ($B): 0.39420402 · Participants: 265Employees' and Agents' Pension Benefits Plan Empower Holdings, Inc.National Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.385490596 · Participants: 2480National Renewable Energy Laboratory Shared Security Pension Plan
Woodward Hrt Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Woodward Hrt Pension Plan side-by-side with 3 peers →

Woodward Hrt Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Aquarion Company in CT ($142M); by covered participants it is Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan in NE (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Woodward Hrt Pension Plan assets move in 2022? ▼
Woodward Hrt Pension Plan declined sharply - down 27.9% during 2022, from $197M to $142M. Reported net income was -$55M.
How have Woodward, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woodward, Inc.'s sponsor-wide assets grew 28.1%, from $1.7B to $2.1B.
Where does Woodward Hrt Pension Plan rank by assets among Form 5500 filers? ▼
Woodward Hrt Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Aquarion Company in CT ($142M, 152 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Woodward Hrt Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Insurance Company of Nebraska Employee Retirement Plan in NE (274 participants, $80M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 361984010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.